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Parcion Private Wealth LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Parcion Private Wealth LLC
报告期 2026-03-31 · CIK 0001801263
持仓数
435
前50大市值合计
$1.21B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q2
22Q1
21Q3
21Q2
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 38
增持 33
减持 64
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
DFAE
DIMENSIONAL ETF TRUST
+$51.4M
2,258,439
减持
COIN
COINBASE GLOBAL INC
-$32.0M
268,594
-0%
减持
KRE
SPDR SER TR
-$31.9M
32,025
-93%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
IEMG
ISHARES INC
-$27.3M
17,429
-97%
建仓
QQQ
INVESCO QQQ TR
+$25.1M
83,275
增持
TFI
SPDR SER TR
+$23.0M
507,042
+3292%
建仓
VDC
VANGUARD WORLD FDS
+$19.1M
100,888
减持
MUB
ISHARES TR
-$18.7M
124,615
-57%
减持
EFA
ISHARES TR
-$16.7M
165,819
-55%
增持
MCHI
ISHARES TR
+$13.7M
280,712
+1390%
减持
EEMS
ISHARES INC
-$13.0M
481,986
-24%
建仓
EMLC
VANECK ETF TRUST
+$12.9M
541,390
减持
EUFN
ISHARES TR
-$11.6M
52,537
-92%
减持
VOE
VANGUARD INDEX FDS
-$10.8M
245,775
-16%
减持
NUMG
NUSHARES ETF TR
-$10.7M
478,027
-26%
减持
AVUV
AMERICAN CENTY ETF TR
-$10.6M
489,658
-15%
建仓
HYMB
SPDR SER TR
+$10.6M
201,819
减持
IAU
ISHARES GOLD TR
-$10.2M
1,120,968
-12%
建仓
GOVT
ISHARES TR
+$10.0M
414,404
建仓
GLDM
WORLD GOLD TR
+$7.5M
217,699
增持
EWX
SPDR INDEX SHS FDS
+$6.5M
305,352
+109%
增持
VBR
VANGUARD INDEX FDS
+$6.2M
45,765
+746%
增持
MDYG
SPDR SER TR
+$5.4M
181,418
+110%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$5.2M
3,330
-95%
增持
ESGD
ISHARES TR
+$5.0M
481,681
+38%
减持
FALN
ISHARES TR
-$4.8M
594,522
-17%
减持
PCAR
PACCAR INC
-$4.7M
170,439
-21%
减持
BAND
BANDWIDTH INC
-$4.7M
209,834
-18%
增持
MDYV
SPDR SER TR
+$4.6M
90,242
+460%
减持
GLD
SPDR GOLD TR
-$4.5M
26,945
-45%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$4.4M
245,471
-21%
减持
AAPL
APPLE INC
-$4.3M
131,024
-5%
减持
VV
VANGUARD INDEX FDS
-$4.1M
9,331
-67%
建仓
XLK
SELECT SECTOR SPDR TR
+$4.1M
30,067
减持
INTC
INTEL CORP
-$4.0M
133,823
-29%
清仓
—
CRANE CO
-$3.8M
0
-100%
减持
IEF
ISHARES TR
-$3.7M
266,148
-9%
建仓
XLY
SELECT SECTOR SPDR TR
+$3.6M
23,358
增持
IXC
ISHARES TR
+$3.6M
536,675
+37%
清仓
VFC
V F CORP
-$3.5M
0
-100%
增持
MSFT
MICROSOFT CORP
-$3.5M
96,718
+5%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$3.4M
12,661
-85%
减持
SDY
SPDR SER TR
-$3.3M
94,644
-18%
建仓
SCHP
SCHWAB STRATEGIC TR
+$3.3M
58,097
增持
CRWD
CROWDSTRIKE HLDGS INC
+$3.3M
24,207
+367%
清仓
ROK
ROCKWELL AUTOMATION INC
-$3.2M
0
-100%
减持
IGSB
ISHARES TR
-$3.1M
8,649
-87%
建仓
SPTI
SPDR SER TR
+$3.1M
103,260
建仓
CXT
CRANE HLDGS CO
+$3.1M
32,206
清仓
INVH
INVITATION HOMES INC
-$2.9M
0
-100%
建仓
DOCU
DOCUSIGN INC
+$2.8M
43,836
增持
VO
VANGUARD INDEX FDS
+$2.7M
22,791
+171%
减持
NKE
NIKE INC
-$2.6M
20,410
-43%
建仓
IVV
ISHARES TR
+$2.6M
6,447
建仓
ORCL
ORACLE CORP
+$2.5M
32,887
减持
—
MEDTRONIC PLC
-$2.2M
41,644
-23%
增持
AMZN
AMAZON COM INC
-$2.2M
58,520
+1958%
减持
TSCO
TRACTOR SUPPLY CO
-$2.1M
23,704
-18%
建仓
VOO
VANGUARD INDEX FDS
+$2.1M
5,851
建仓
ALNT
ALLIED MOTION TECHNOLOGIES I
+$2.1M
82,412
增持
SLYV
SPDR SER TR
+$2.1M
31,070
+906%
增持
CAT
CATERPILLAR INC
+$2.0M
14,982
+407%
减持
GXC
SPDR INDEX SHS FDS
-$1.9M
144,216
-10%
减持
FCX
FREEPORT-MCMORAN INC
-$1.9M
86,000
-0%
建仓
IDEV
ISHARES TR
+$1.9M
34,490
建仓
BBY
BEST BUY INC
+$1.9M
24,479
清仓
SCZ
ISHARES TR
-$1.8M
0
-100%
减持
UNP
UNION PAC CORP
-$1.7M
23,359
-4%
增持
NVDA
NVIDIA CORPORATION
-$1.6M
18,127
+4%
增持
EEM
ISHARES TR
+$1.6M
137,451
+62%
减持
CSCO
CISCO SYS INC
-$1.5M
115,869
-3%
减持
CVX
CHEVRON CORP NEW
-$1.5M
38,258
-11%
减持
—
BLACKROCK INC
-$1.4M
5,831
-14%
增持
WY
WEYERHAEUSER CO MTN BE
-$1.4M
568,293
+0%
建仓
POWR
ISHARES INC
+$1.3M
64,995
减持
SUB
ISHARES TR
-$1.3M
42,599
-23%
建仓
XLV
SELECT SECTOR SPDR TR
+$1.3M
9,733
减持
—
ACCENTURE PLC IRELAND
-$1.2M
20,447
-3%
增持
SPYG
SPDR SER TR
+$1.1M
24,283
+613%
建仓
XLRE
SELECT SECTOR SPDR TR
+$1.1M
26,732
减持
HD
HOME DEPOT INC
-$1.1M
17,129
-19%
建仓
—
SPDR SER TR
+$1.1M
12,750
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.1M
2,450
减持
TXN
TEXAS INSTRS INC
-$1.0M
33,388
-6%
增持
STIP
ISHARES TR
-$1.0M
609,210
+1%
减持
JPM
JPMORGAN CHASE & CO
-$977.0K
30,984
-6%
减持
CMCSA
COMCAST CORP NEW
-$947.0K
81,008
-14%
建仓
XLF
SELECT SECTOR SPDR TR
+$900.0K
27,471
减持
—
LINDE PLC
-$889.0K
16,232
-6%
增持
MMM
3M CO
+$849.0K
10,065
+198%
建仓
REXR
REXFORD INDL RLTY INC
+$841.0K
13,468
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$835.0K
58,137
-11%
清仓
RLY
SSGA ACTIVE ETF TR
-$806.0K
0
-100%
增持
SHM
SPDR SER TR
+$791.0K
272,794
+6%
增持
SCHC
SCHWAB STRATEGIC TR
-$757.0K
276,333
+9%
减持
—
CHUBB LIMITED
-$757.0K
15,359
-10%
减持
MRSH
MARSH & MCLENNAN COS INC
-$732.0K
20,142
-12%
增持
DE
DEERE & CO
-$728.0K
7,062
+0%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$719.0K
12,211
减持
TFC
TRUIST FINL CORP
-$706.0K
56,794
-6%
减持
FNKO
FUNKO INC
+$653.0K
399,491
-22%
清仓
IJJ
ISHARES TR
-$625.0K
0
-100%
建仓
IWO
ISHARES TR
+$620.0K
2,817
增持
GOOGL
ALPHABET INC
-$580.0K
19,959
+1880%
增持
BAC
BK OF AMERICA CORP
-$580.0K
78,867
+1%
建仓
IJH
ISHARES TR
+$577.0K
2,414
建仓
XLC
SELECT SECTOR SPDR TR
+$575.0K
10,268
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$555.0K
6,300
+224%
减持
JNJ
JOHNSON & JOHNSON
-$544.0K
40,392
-4%
减持
SMOG
VANECK ETF TRUST
-$539.0K
1,584
-69%
增持
GOOG
ALPHABET INC
-$538.0K
13,401
+1764%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$524.0K
13,153
-13%
增持
VZ
VERIZON COMMUNICATIONS INC
-$499.0K
96,079
+3%
减持
AEP
AMERICAN ELEC PWR CO INC
-$496.0K
32,014
-9%
建仓
EMB
ISHARES TR
+$482.0K
5,605
减持
—
DUPONT DE NEMOURS INC
-$457.0K
28,006
-0%
建仓
JNK
SPDR SER TR
+$456.0K
4,814
减持
PG
PROCTER AND GAMBLE CO
-$436.0K
36,593
-1%
减持
NEE
NEXTERA ENERGY INC
-$427.0K
35,676
-8%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$425.0K
20,210
-14%
清仓
—
BROADMARK RLTY CAP INC
-$410.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$402.0K
4,156
-8%
建仓
C
CITIGROUP INC
+$396.0K
7,623
增持
EOG
EOG RES INC
+$376.0K
11,518
+74%
减持
VTIP
VANGUARD MALVERN FDS
-$374.0K
66,940
-8%
减持
XLE
SELECT SECTOR SPDR TR
-$365.0K
19,660
-14%
建仓
VYM
VANGUARD WHITEHALL FDS
+$353.0K
3,418
建仓
IEFA
ISHARES TR
+$349.0K
5,829
减持
BA
BOEING CO
-$346.0K
10,334
-0%
减持
WFC
WELLS FARGO CO NEW
-$342.0K
64,283
-1%
清仓
DEM
WISDOMTREE TR
-$342.0K
0
-100%
减持
KO
COCA COLA CO
-$335.0K
78,476
-6%
增持
SRE
SEMPRA
-$327.0K
23,476
+0%
减持
CRM
SALESFORCE INC
-$319.0K
5,489
-13%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$317.0K
9,777
减持
RSG
REPUBLIC SVCS INC
-$309.0K
23,462
-8%
减持
NXST
NEXSTAR MEDIA GROUP INC
-$304.0K
27,746
-3%
清仓
PBW
INVESCO EXCHANGE TRADED FD T
-$302.0K
0
-100%
增持
DOW
DOW INC
-$301.0K
38,241
+9%
清仓
—
CHARGEPOINT HOLDINGS INC
-$296.0K
0
-100%
清仓
CG
CARLYLE GROUP INC
-$293.0K
0
-100%
增持
CMF
ISHARES TR
+$273.0K
30,488
+20%
清仓
BX
BLACKSTONE INC
-$257.0K
0
-100%
减持
AVGO
BROADCOM INC
-$254.0K
1,509
-10%
清仓
ICLN
ISHARES TR
-$243.0K
0
-100%
清仓
ROM
PROSHARES TR
-$240.0K
0
-100%
减持
USB
US BANCORP DEL
-$232.0K
32,964
-3%
建仓
KBE
SPDR SER TR
+$224.0K
4,813
建仓
LEMB
ISHARES INC
+$224.0K
6,701
增持
NFLX
NETFLIX INC
-$222.0K
1,379
+3%
